Automatically change created document title from completed form to include the field
1
vote
AdminSavannah Faulkner
(Admin, PandaDoc)
shared this idea
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AdminSavannah Faulkner (Admin, PandaDoc) commented
Add field entry to document name once document is completed
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AdminSavannah Faulkner (Admin, PandaDoc) commented
I have a form named "RRCA Lien Placement Form" and one of the fields that they submit in the form is [Project Name].
Once a form is filled out and completed, I would like the doc to be saved as [Project Name] RRCA Lien Placement Form.